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Longview Financial Advisors

Latest statistics and disclosures from Longview Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IQLT, FYLD, COWZ, ICOW, SPGP, and represent 42.30% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BOXX, FYLD, ICOW, COWZ, CTA, HARD, GRNY, IQLT, DBMF, FRDM.
Started 117 new stock positions in VLTO, ETH, AGG, STRV, BTC, GSLC, GPC, IMO, IJS, UROY.
Reduced shares in these 10 stocks: PG, TBIL, WMT, RSPG, PM, ISCF, SPY, OMFL, QQQM, RSP.
Longview Financial Advisors was a net buyer of stock by $9.2M.
Longview Financial Advisors has $164M in assets under management (AUM), dropping by 11.20%.
Central Index Key (CIK): 0001786915

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 163 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	9.1	$15M	+2%	323k	46.23	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	9.0	$15M	+4%	397k	37.34	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	8.5	$14M	+3%	223k	62.56	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	8.4	$14M	+4%	323k	42.44	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	7.2	$12M	+2%	110k	107.62	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	6.4	$11M	+3%	438k	23.87	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	5.9	$9.7M	+3%	178k	54.65	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	5.8	$9.4M	+8%	81k	116.29	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	5.6	$9.2M	+2%	177k	52.06	View chart
Simplify Commodities Strategy No K-1 Etf Etf (HARD)	5.0	$8.1M	+5%	230k	35.37	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	3.8	$6.2M	+8%	206k	30.22	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.8	$4.5M	+6%	150k	30.15	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	2.3	$3.8M	+5%	135k	28.20	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.8	$2.9M		4.5k	650.40	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	1.5	$2.5M	-8%	49k	49.86	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	1.5	$2.4M		44k	55.10	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.0	$1.6M		42k	39.44	View chart
Eli Lilly & Co Stock (LLY)	0.9	$1.5M		1.6k	919.77	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.9	$1.5M		24k	60.12	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.9	$1.5M		20k	74.67	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.9	$1.4M		19k	75.41	View chart
Akre Focus Etf Etf (AKRE)	0.8	$1.4M	+6%	26k	52.85	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$1.3M		12k	110.47	View chart
Simplify Mbs Etf Etf (MTBA)	0.7	$1.2M		24k	49.46	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$1.1M		3.8k	287.25	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.6	$1.0M		25k	41.79	View chart
Vanguard Value Etf Etf (VTV)	0.6	$1.0M		5.2k	196.21	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.4	$634k	-8%	5.8k	109.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$524k		802.00	653.67	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$431k	-2%	2.2k	191.92	View chart
Southern Stock (SO)	0.3	$417k		4.3k	96.53	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$383k		9.8k	38.96	View chart
Gallagher Arthur J & Co Stock (AJG)	0.2	$325k		1.5k	216.58	View chart
Walmart Stock (WMT)	0.2	$322k	-39%	2.6k	124.31	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$320k		2.2k	145.02	View chart
Dominion Energy Stock (D)	0.2	$309k		5.0k	61.82	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$282k		4.6k	61.26	View chart
Philip Morris Intl Stock (PM)	0.2	$265k	-7%	1.6k	165.34	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$259k		2.3k	113.13	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$258k		427.00	604.53	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$242k		1.1k	211.25	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$221k	-5%	930.00	237.84	View chart
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)	0.1	$217k		10k	21.10	View chart
Xcel Energy Stock (XEL)	0.1	$203k	NEW	2.6k	79.44	View chart
Duke Energy Corp Stock (DUK)	0.1	$192k	NEW	1.5k	130.94	View chart
Mcdonalds Corp Stock (MCD)	0.1	$187k	NEW	600.00	310.79	View chart
Automatic Data Processing Stock (ADP)	0.1	$175k		861.00	203.18	View chart
Constellation Energy Corp Stock (CEG)	0.1	$165k		590.00	279.25	View chart
Coca Cola Stock (KO)	0.1	$161k	NEW	2.1k	76.07	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$155k	NEW	484.00	320.81	View chart
Chevron Corporation Stock (CVX)	0.1	$151k	NEW	730.00	206.90	View chart
Genuine Parts Stock (GPC)	0.1	$140k	NEW	1.3k	105.75	View chart
Sysco Corp Stock (SYY)	0.1	$136k	NEW	1.9k	71.33	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$134k	NEW	224.00	599.70	View chart
Cambria Global Value Etf Etf (GVAL)	0.1	$132k	NEW	4.0k	33.17	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$130k	NEW	1.4k	92.74	View chart
Procter & Gamble Stock (PG)	0.1	$126k	-77%	870.00	144.44	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$121k	NEW	1.2k	97.15	View chart
Paychex Stock (PAYX)	0.1	$113k	NEW	1.2k	92.12	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$112k	NEW	1.2k	96.47	View chart
Valaris Ltd Cl A Stock (VAL)	0.1	$105k	NEW	1.1k	98.07	View chart
Home Depot Stock (HD)	0.1	$95k	NEW	289.00	329.99	View chart
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)	0.1	$89k	NEW	1.1k	84.66	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$88k	NEW	1.5k	60.65	View chart
Exelon Corp Stock (EXC)	0.1	$87k	NEW	1.8k	49.02	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$87k	NEW	1.1k	80.61	View chart
At&t Stock (T)	0.1	$86k	NEW	3.0k	28.99	View chart
Pfizer Stock (PFE)	0.1	$85k	NEW	3.0k	28.08	View chart
Strive 1000 Dividend Growth Etf Etf (STXD)	0.0	$81k	NEW	2.3k	35.50	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$80k	NEW	804.00	99.86	View chart
Strive 1000 Value Etf Etf (STXV)	0.0	$78k	NEW	2.2k	35.13	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$78k	NEW	969.00	80.58	View chart
Verizon Communications Stock (VZ)	0.0	$77k	NEW	1.5k	50.20	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$64k	NEW	632.00	100.78	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	0.0	$64k	NEW	849.00	74.83	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$64k	NEW	535.00	118.60	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$59k	NEW	441.00	132.66	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$58k	NEW	831.00	70.18	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$55k	NEW	139.00	394.15	View chart
Tidewater Stock (TDW)	0.0	$54k	NEW	650.00	83.55	View chart
Uranium Energy Corp Stock (UEC)	0.0	$52k	NEW	3.8k	13.50	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$50k	NEW	230.00	218.72	View chart
International Business Machs Stock (IBM)	0.0	$49k	NEW	200.00	242.39	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$48k	NEW	407.00	118.65	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.0	$48k	NEW	1.0k	46.83	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.0	$39k	NEW	553.00	70.20	View chart
Spdr Gold Shares Etf (GLD)	0.0	$35k	NEW	81.00	430.28	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$35k	NEW	887.00	38.87	View chart
Global X Copper Miners Etf Etf (COPX)	0.0	$34k	NEW	441.00	76.35	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$32k	NEW	500.00	63.15	View chart
Ishares Gold Trust Etf (IAU)	0.0	$29k	NEW	333.00	88.16	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$29k	NEW	233.00	125.13	View chart
Aduro Clean Technologies Stock (ADUR)	0.0	$28k	NEW	2.6k	10.49	View chart
Nvidia Corporation Stock (NVDA)	0.0	$27k	NEW	153.00	174.40	View chart
Pitney Bowes Stock (PBI)	0.0	$26k	NEW	2.4k	11.05	View chart
Leidos Holdings Stock (LDOS)	0.0	$26k	NEW	164.00	156.41	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$26k	NEW	751.00	33.98	View chart
Teekay Corporation Stock (TK)	0.0	$23k	NEW	1.9k	12.21	View chart
Petroleo Brasileiro S A Adr (PBR)	0.0	$23k	NEW	1.1k	20.75	View chart
Honeywell Intl Stock (HON)	0.0	$23k	NEW	100.00	226.03	View chart
Scorpio Tankers Stock (STNG)	0.0	$21k	NEW	278.00	74.87	View chart
Imperial Oil Stock (IMO)	0.0	$21k	NEW	158.00	130.99	View chart
Uranium Rty Corp Stock (UROY)	0.0	$20k	NEW	5.6k	3.65	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$20k	NEW	205.00	99.27	View chart
Autozone Stock (AZO)	0.0	$20k	NEW	6.00	3377.83	View chart
Ecopetrol S A Adr (EC)	0.0	$20k	NEW	1.3k	14.99	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$19k	NEW	689.00	27.46	View chart
Strive 500 Etf Etf (STRV)	0.0	$19k	NEW	450.00	41.97	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.0	$18k	NEW	373.00	48.83	View chart
Teekay Tankers Ltd Cl A Stock (TNK)	0.0	$18k	NEW	239.00	73.32	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$17k	NEW	79.00	208.24	View chart
International Seaways Stock (INSW)	0.0	$15k	NEW	208.00	72.88	View chart
Flagstar Bank National Associa Stock (FLG)	0.0	$15k	NEW	1.1k	13.17	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$14k	NEW	135.00	103.37	View chart
Cheniere Energy Stock (LNG)	0.0	$14k	NEW	47.00	288.00	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$13k	NEW	176.00	75.24	View chart
Avnet Stock (AVT)	0.0	$13k	NEW	212.00	61.62	View chart
Builders Firstsource Stock (BLDR)	0.0	$11k	NEW	138.00	82.33	View chart
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB)	0.0	$11k	NEW	1.3k	8.38	View chart
Natural Resource Partners Lp Com Unit Ltd Par Stock (NRP)	0.0	$9.1k	NEW	75.00	121.00	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$9.0k	NEW	340.00	26.62	View chart
Capital One Finl Corp Stock (COF)	0.0	$8.1k	NEW	44.00	183.18	View chart
Coeur Mng Stock (CDE)	0.0	$7.7k	NEW	411.00	18.77	View chart
Perpetua Resources Corp Stock (PPTA)	0.0	$7.5k	NEW	268.00	28.12	View chart
Lumen Technologies Stock (LUMN)	0.0	$7.3k	NEW	1.1k	6.95	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$7.1k	NEW	5.00	1410.20	View chart
Ati Stock (ATI)	0.0	$7.0k	NEW	48.00	145.46	View chart
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP)	0.0	$6.9k	NEW	250.00	27.65	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$6.6k	NEW	69.00	95.88	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$6.5k	NEW	32.00	202.97	View chart
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)	0.0	$6.4k	NEW	225.00	28.37	View chart
Alamos Gold Inc Com Cl A Stock (AGI)	0.0	$6.2k	NEW	139.00	44.43	View chart
Idaho Strategic Resources Stock (IDR)	0.0	$6.0k	NEW	187.00	32.12	View chart
Us Treasury 2 Year Note Etf Etf (UTWO)	0.0	$5.7k	NEW	119.00	48.29	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$5.7k	NEW	11.00	519.36	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$5.5k	NEW	178.00	30.74	View chart
Lazard International Dynamic Equity Etf Etf (IDEQ)	0.0	$5.3k	NEW	167.00	31.82	View chart
Trilogy Metals Stock (TMQ)	0.0	$4.8k	NEW	1.3k	3.59	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$4.1k	NEW	25.00	163.60	View chart
Viatris Stock (VTRS)	0.0	$4.1k	NEW	301.00	13.51	View chart
Golar Lng Stock (GLNG)	0.0	$4.1k	NEW	75.00	54.11	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$4.0k	NEW	8.00	499.62	View chart
Uniti Group Reit	0.0	$3.8k	NEW	403.00	9.38	View chart
Moodys Corp Stock (MCO)	0.0	$3.4k	NEW	7.00	479.71	View chart
Lithium Amers Corp Stock (LAC)	0.0	$3.3k	NEW	845.00	3.95	View chart
Dht Holdings Stock (DHT)	0.0	$3.3k	NEW	180.00	18.27	View chart
Morgan Stanley Stock (MS)	0.0	$3.1k	NEW	19.00	165.53	View chart
Northern Dynasty Minerals Stock (NAK)	0.0	$3.1k	NEW	2.2k	1.40	View chart
Navios Maritime Partners Lp Com Unit Lpi Stock (NMM)	0.0	$3.0k	NEW	45.00	67.49	View chart
Cargurus Inc Com Cl A Stock (CARG)	0.0	$3.0k	NEW	87.00	34.05	View chart
Disney Walt Stock (DIS)	0.0	$2.9k	NEW	30.00	96.37	View chart
Hci Group Stock (HCI)	0.0	$2.6k	NEW	17.00	154.59	View chart
Totalenergies Se Act Stock (TTE)	0.0	$2.5k	NEW	27.00	92.04	View chart
Avanos Med Stock (AVNS)	0.0	$2.0k	NEW	145.00	14.01	View chart
Invesco S&p Smallcap Value With Momentum Etf Etf (XSVM)	0.0	$2.0k	NEW	33.00	60.27	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$1.9k	NEW	25.00	76.24	View chart
Chubb Ltd Switz Stock (CB)	0.0	$1.7k	NEW	5.00	344.20	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$600.000000	NEW	20.00	30.00	View chart
Veralto Corp Stock (VLTO)	0.0	$531.000000	NEW	6.00	88.50	View chart
Kyndryl Hldgs Stock (KD)	0.0	$525.000000	NEW	40.00	13.12	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.0	$199.000000	NEW	10.00	19.90	View chart
Colgate Palmolive Stock (CL)	0.0	$170.000000	NEW	2.00	85.00	View chart
Wisdomtree U.s. Efficient Core Fund Etf (NTSX)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Longview Financial Advisors

SEC 13F filings are viewable for Longview Financial Advisors going back to 2024

Longview Financial Advisors 2026 Q1 filed April 20, 2026
Longview Financial Advisors 2025 Q4 filed Feb. 2, 2026
Longview Financial Advisors 2025 Q3 filed Nov. 13, 2025
Longview Financial Advisors 2025 Q2 filed July 31, 2025
Longview Financial Advisors 2025 Q1 filed April 28, 2025
Longview Financial Advisors 2024 Q4 filed Feb. 3, 2025
Longview Financial Advisors 2023 Q4 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q1 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q2 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q3 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q3 filed Oct. 15, 2024
Longview Financial Advisors 2023 Q4 filed Aug. 14, 2024
Longview Financial Advisors 2024 Q1 filed Aug. 14, 2024
Longview Financial Advisors 2024 Q2 filed Aug. 14, 2024

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